Personal Financial Advisor Jobs in Greenwich, CT

Search Personal Financial Advisor Jobs

1-10 of 10 Jobs

Senior Wealth Advisor - Safe Act

  • Citi
  • Yonkers, NY (14 miles from Greenwich, CT)
  • 1 day ago
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...

Senior Wealth Advisor - SAFE ACT

  • Citi
  • Scarsdale, NY (9 miles from Greenwich, CT)
  • 3 days ago
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...

Wealth Management Consultant

  • fidelity investments
  • Paramus, NJ (24 miles from Greenwich, CT)
  • 5 days ago
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then...

Wealth Management Consultant

  • Fidelity Investments
  • Roslyn Heights, NY (18 miles from Greenwich, CT)
  • 5 days ago
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then...

Wealth Management Advisor-White Plains, NY

  • TIAA-CREF
  • White Plains, NY (7 miles from Greenwich, CT)
  • 18 days ago
Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs....

Private Wealth Advisor - CT

  • U.S. Bancorp
  • Greenwich, CT
  • 30+ days ago
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....

Senior Wealth Advisor SAFE Act - NY Queens- Resident

  • Citigroup
  • Elmhurst, NY (24 miles from Greenwich, CT)
  • 45+ days ago
planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver and a goal-oriented team player able to work without...

Wealth Advisor

  • Tompkins Community Bank
  • Mount Kisco, NY (12 miles from Greenwich, CT)
  • 60+ days ago
Develop detailed and moderately complex financial plans using a structured planning process and financial planning software to provide a clear and comprehensive picture for clients....

Senior Wealth Advisor Safe Act - Connecticut

  • Citi
  • Stamford, CT (4 miles from Greenwich, CT)
  • 90+ days ago
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...

Senior Wealth Advisor SAFE Act

  • Citigroup Inc.
  • Commack, NY (22 miles from Greenwich, CT)
  • 90+ days ago
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...

Demographic Data for Greenwich, CT

Moving to Greenwich, CT? Find some basic demographic data about Greenwich, CT below.


38,819
1,979
Medium

Personal Financial Advisor Online Courses and Training Opportunities

Introduction to Personal Financial Planning
Introduction to Personal Financial Planning is made possible by the Brian and Sheila Jellison Family Foundation. The Introduction to Personal Financial Planning course is designed for individuals...

Personal & Family Financial Planning
Personal and Family Financial Planning will address many critical personal financial management topics in order to help you learn prudent habits both while in school and throughout your lifetime.

Financial Advisor Training: Personal Productivity
Are you stressed out, working too hard, and not making enough money? How would it feel to work less by working smarter? How would you like to take two months of vacation every year and still...

Salary for Personal Financial Advisor Jobs in Greenwich, CT

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Top Hiring Companies

Top hiring companies in your area for Personal Financial Advisor positions


  • ASIAN AMERICANS FOR EQUALITY, INC
    Jobs             Company Profile
  • Interactive Brokers
    Jobs
  • Starwood Capital Group Global I, Llc
    Jobs
  • Anderson Windows
    Jobs
  • GXO Logistics Inc.
    Jobs
  • AXA SA
    Jobs
  • Bank of America Corporation
    Jobs
  • BlackRock, Inc.
    Jobs
  • Fidelity Investments
    Jobs
  • Maverick Trading
    Jobs

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.


Highest Education Level

Personal Financial Advisors in Greenwich, CT offer the following education background
  • Bachelor's Degree (52.1%)
  • Master's Degree (31.4%)
  • High School or GED (4.7%)
  • Vocational Degree or Certification (4.3%)
  • Associate's Degree (4.2%)
  • Doctorate Degree (2.7%)
  • Some College (0.6%)
  • Some High School (0.1%)

Average Work Experience

Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Greenwich, CT
  • 2-4 years (39.1%)
  • 4-6 years (21.7%)
  • None (17.4%)
  • 1-2 years (13.0%)
  • Less than 1 year (8.7%)

Other Titles

Here are some other career titles that require similar skills


Personal Financial Advisor Related Career Advice Articles

5 Types of Finance Jobs: Which Is the Best Fit?

Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.


Corporate Finance vs. Investment Banking: Which Career is Right for You?

Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.


Impress Employers with These Finance Certifications

For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.